What are Integrations?
Understand what integrations are, how data moves, and when to use them.
Integrations connect OutSmart with other software.
When an integration is active, data moves automatically between systems.
This reduces manual entry and keeps records aligned.
What integrations can connect
OutSmart supports integrations with many kinds of software, including:
accounting software
ERP systems
CRM systems
payment platforms
You can find the full list of available integrations on the OutSmart website.
How data moves
Import
Import brings data from another system into OutSmart.
For example, customers and products from your accounting software can be imported automatically.
Export
Export sends data from OutSmart to another system.
For example, a completed work order can be sent to your accounting software as a draft invoice.
Why integrations help
avoid entering the same data twice
keep operational and financial data aligned
let work continue into the next system automatically
Important to know
Some integrations are built and managed by OutSmart.
Others are built and managed by the connected software provider.
The setup and behavior can differ per integration.
If you do not use an integration, you can still manage customers and products in OutSmart.
You can also import customers and products from Excel.
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